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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,697 | $99,345-81.2% | $84,753-77.9% | $273,972-93.2% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 17.09% | 22.93%-5.8pp | 22.78%-5.7pp | 41.46%-24.4pp |
| Employer contribution / active EE | $2,352 | $4,214-44.2% | $3,574-34.2% | $4,869-51.7% |
| Participant deferral / active EE | $5,375 | $4,270+25.9% | $3,712+44.8% | $5,287+1.7% |
| Admin fee / account holder | $134 | $6,645-98.0% | $5,333-97.5% | $10,133-98.7% |